WIA

Wealthstreet Investment Advisors Portfolio holdings

AUM $3.71M
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3M
AUM Growth
-$1.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$175K

Top Sells

1
+$69.7M
2
+$32.8M
3
+$30M
4
V icon
Visa
V
+$28.1M
5
JPM icon
JPMorgan Chase
JPM
+$25.4M

Sector Composition

1 Technology 28.24%
2 Consumer Discretionary 21.35%
3 Communication Services 6.33%
4 Industrials 4.32%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$235K 1.22%
2,100
-51,627
27
$231K 1.2%
539
-1,443
28
$221K 1.15%
3,687
-7,860
29
$210K 1.09%
3,189
-5,236
30
$204K 1.06%
3,500
-15,800
31
$202K 1.05%
1,212
-2,716
32
$187K 0.97%
800
-8,206
33
$178K 0.92%
3,000
-24,850
34
$175K 0.91%
+2,050
35
$173K 0.9%
3,750
-36,002
36
$166K 0.86%
700
-26,089
37
$158K 0.82%
2,976
-107,271
38
$126K 0.65%
362
-72,743
39
$123K 0.64%
1,450
-8,365
40
$119K 0.62%
3,500
-30,384
41
$118K 0.61%
1,951
-5,371
42
$114K 0.59%
1,520
-34,638
43
$107K 0.55%
394
-110,436
44
$105K 0.54%
1,950
-32,919
45
$100K 0.52%
672
-93,148
46
$100K 0.52%
907
-3,166
47
$95K 0.49%
760
-46,320
48
$95K 0.49%
332
-1,381
49
$94K 0.49%
1,750
-20,690
50
$93K 0.48%
1,500
-63,600
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2
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